Category: Stocks

Market research on Thai Stocks in the SET Index

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Stocks in the news (anan, banpu, bcp, bjchi, bwg, epco, forth, fpi, gunkul, ircp, k, l&e, maco, ndr, nok, rs, samart, sawad, tcj, tfd, tkn, tmi, trc, tvt, ubis, wha) 26.02.16

ANAN ANAN targets 2016 revenue to reach Bt11bn backed by Bt37.2bn backlog. It plans to launch 12 projects, valued at Bt22bn. (Thun Hoon, 26/02/16) Comment: Seems to be rather conservative estimates coming out from the management team given their backlog, lets see how things unfold during the year BANPU BANPU expects net profit to return […]

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Stocks in the news (ait, ecf, fpi, gfpt, glow, ifec, jwd, mcs, mtls, nok, pranda, pps, pylon, samco, scn, seafco, spa, tpch, tu, twz) 25.02.16

AIT AIT is talking to A prospective partner to provide data center service. It expects this to need Bt400mn capital investment. It plans to ask board approval in April. It plans to take part in Bt10bn public bids, of which it expects to get 40-50%. (Khao Hoon, 25/02/16) Comment: They’ve come out saying a few […]

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Management Trades 14/02 – 19/02

Notable Transactions Note: Interesting to see the wide divergence in buy’s/sell’s Buy(s) THB 226 mn BROOK – Harumph…trust this company at your own peril… TMT – It’s been a rather odd following this company over the past few years, dividends have been amazing but every once a in while one of the quarterly #’s are […]

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Stocks in the news (ajd, arrow, banpu, bcp, big, bkd, com7, delta, ilink, itd, ivl, mtls, pdi, pk, plat, ptt, ratch, robins, sci, takuni, tk, ttw, uniq) 23.02.16

AJD AJD is studying investment in logistic business. It expects 2016 performance to be good on the back of its Top-Up business. (Thun Hoon, 23/02/16) Comment: No comment, tired of the rubbish coming out of this firm. ARROW ARROW reported net profit of Bt245.2mn, growth of 65.24%, supported by decrease in raw materials cost. The […]

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Stocks in the news (amata, arrow, big, cho, dtac, fvc, gpsc, gunkul, jsp, lpn, ps, siri, synex, tcap, tipco, tvt) 24.02.16

AMATA AMATA sets target land sales of 1,000 rai in 2016. It is negotiating with a foreign customer and hopes to finish the deal in 2H16. (Khao Hoon, 24/02/16) Comment: This implies a 20% revenue growth for AMATA this year. ARROW ARROW is confident that revenue in 2016 will reach Bt1.4bn supported by more order, […]

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Stocks in the news (bafs, ck, cpn, epg, intuch, ivl, ndr, planb, pttgc, spcg, tog, true) 18.02.16

BAFS BAFS reported net profit of Bt957mn in 2015. It will pay dividend of Bt0.85/share, XD on May 3. It will also pay a special dividend of Bt0.25/share, XD on 1 March 2016. It plans to expand its business to hotels, property and renewable energy. (Thun Hoon, 19/2/16) Comment: A consistent dividend payer and with […]

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Stocks in the news (abc, ait, bsm, drt, lhbank, sf, smpc, sprc, tasco, tipco, tsr) 18.02.16

ABC Asset Bright is expanding its business. It is preparing to open “ABC Pet World”, the biggest pet shopping center in Thailand, hopefully in 3Q16. It sees the pet market as valuated at Bt20bn with annual growth of 10-15%. (Khao Hoon, 18/2/16) Comment: Perhaps instead of me mocking ABC continuously I should be supportive of […]

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Stocks in the news (global, kce, ktc, major, mint, nok, plat, ptt, smg, sprc, ssi, tsth) 17.02.16

GLOBAL GLOBAL’s 2015 net profits grow 20% from last year’s Bt701mn, driven by numerous orders. It targets 2016 revenue to grow 10%. A plan to invest in Myanmar will be finalized within 1H16 (Thun Hoon, 17/2/16) Comment: And yet they still have one of the worst inventory turnover’s I’ve seen… KCE KCE’s 2015 net profit […]

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Stocks in the news (aot, beauty, brr, epco, epg, gl, jubile, lpn, pttgc, scc, snc, thai) 16.12.16

AOT AOT’s 1QFY16 net profit was reported at Bt4.26bn, +18% YoY, driven by increasing flights (+11.92%) and passengers (+11.69%) (Khao Hoon, 16/12/16) Comment: And it grows and grows BEAUTY BEAUTY interests foreign investors after inclusion in the MSCI. It expects 2016 revenue to grow at 20% and to expand the business to China. (Thun Hoon, […]

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Stocks in the news (aot, bigc, bjc, eastw, fsmart, kkc, ktc, lit, mint, planb, sccc, smpc, snc, svi, tcap, tnh, top, trc) 15.02.16

AOT AOT to report 1QFY16 today, profit estimated at Bt4.48bn, growing 20% supported by an 11% rise in passengers to 28.9 million. It expects good earnings in 2Q16. It expects profit in FY2016 of Bt18.5bn based on the ATTA estimate of 13% growth in passenger flow-through in 2016. (Khao Hoon, 15/2/15) Comment: It should be […]

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